Jim joined IR+M in March 2007 and was named Co-Chief Investment Officer in 2020. In his role, he partners closely with fellow Co-Chief Investment Officer Mike Sheldon to lead the firm’s Investment Professionals, overseeing the firm’s investment strategy and performance. As Chair of IR+M’s Investment Committee, he helps guide portfolio positioning and risk posture across strategies.
Prior to being named Co-Chief Investment Officer in 2020, Jim spent the majority of his tenure at IR+M as a Senior Portfolio Manager. He has helped the firm navigate a range of complex market environments, including the Global Financial Crisis and the COVID-19 pandemic. These experiences reinforced his belief in disciplined investing, active risk management, and maintaining a long-term perspective during periods of uncertainty.
Prior to joining IR+M, Jim was a Senior Analyst at Financial Architects Partners, where he assisted in the design and implementation of estate planning strategies.
Jim earned a BBA in Finance from Boston University School of Management.
Jim enjoys playing golf, a sport that reflects the discipline, patience, and long-term perspective he brings to investing and leadership.
